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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1951
Sculati Wealth Management
Michigan
$5.09M – – –
TCM
1952
Tandem Capital Management
New Jersey
$5.08M -$37.3K -61 -0.7%
RFL
1953
RD Finance Ltd
Cyprus
$5.07M +$3.02M +4,946 +122%
SWM
1954
StoneCrest Wealth Management
Arizona
$5.06M -$6.12K -10 -0.1%
GWMIA
1955
Global Wealth Management Investment Advisory
Florida
$5.06M +$207K +338 +4%
FWM
1956
FFT Wealth Management
Pennsylvania
$5.06M -$4.58M -7,493 -46%
OWCM
1957
One Wealth Capital Management
Arizona
$5.05M +$2.66M +4,352 +94%
WCA
1958
Westover Capital Advisors
Delaware
$5.04M -$17.7K -29 -0.3%
SP
1959
SWS Partners
Ohio
$5.03M +$1.39M +2,274 +34%
TIM
1960
Titan Investment Management
Indiana
$5.03M -$10.4K -17 -0.2%
TPI
1961
Trust Point Inc
Wisconsin
$5.02M +$290K +475 +6%
TC
1962
Tsai Capital
New York
$5.02M -$216K -353 -4%
RFP
1963
Root Financial Partners
California
$5.02M +$36.7K +60 +0.7%
CAM
1964
CenterStar Asset Management
Illinois
$5.01M +$2.07M +3,380 +61%
BFF
1965
Byrne Financial Freedom
Massachusetts
$5.01M +$1.55M +2,528 +40%
ML
1966
Mayport LLC
Massachusetts
$5M -$31.2K -51 -0.6%
VR
1967
Vision Retirement
New Jersey
$5M +$86.8K +142 +2%
CFP
1968
Cascade Financial Partners
California
$4.98M -$15.3K -25 -0.3%
ATIA
1969
American Trust Investment Advisors
New Hampshire
$4.98M -$289K -473 -5%
CIG
1970
Consolidated Investment Group
Colorado
$4.97M – – –
LAM
1971
LOM Asset Management
$4.96M +$106K +174 +2%
RWM
1972
RBA Wealth Management
California
$4.96M -$493K -806 -8%
CNC
1973
Citizens & Northern Corp
Pennsylvania
$4.95M -$730K -1,194 -12%
EM
1974
Excalibur Management
Massachusetts
$4.95M +$498K +815 +10%
SAS
1975
Stelac Advisory Services
New York
$4.94M +$1.51M +2,466 +39%
77 78
79
80 81